The Material Workbench enables you to view material in receiving, on-hand quantities, and intransit material. You can also view material across organizations. In addition, you can create and save queries, create move orders, and request cycle counts, as well as change material statuses.
Navigate to the Query Material window.
Optionally, enter a query name to create a new query, or select a query from the list of values to use an existing query.
Note: The Public Query check box indicates whether all users can use the query. If the query is not public, then only the user who created the query can use it.
Modify the search organization if necessary. You can clear the search organization to view item quantity across organizations. You can view only material in organizations to which you have access. If you do not enter an organization, you must enter an item.
Optionally, enter a material location. The available choices are:
On-hand: This material currently resides in a storage subinventory.
Receiving: This material resides in a receiving subinventory.
Inbound: This material is en route to the warehouse.
When Inbound is selected, the View By option is only Location.
If Oracle Yard Management System (YMS) is licensed and installed, the Material Workbench also displays the yard equipment/material for the selected organization. Select Inbound as the search option on the Query Material window to find yard-specific elements such as the status, SCAC code, and equipment details. For more information, see Oracle Yard Management and Oracle Inventory and the Oracle Yard Management Process Guide.
For more information about subinventory types see, Defining Subinventories .
You can select any combination of material locations. The following table shows the search restrictions that apply.
| Tab | On-hand | Receiving | Inbound |
|---|---|---|---|
| Item | Yes | Yes | Yes |
| Lot | Yes | Yes | Yes |
| Serial | Yes | Yes | Yes |
| LPN (License Plate Number) | Yes | Yes | Yes |
| Project | Yes | No | No |
| Consigned / VMI | Yes | No | No |
| Interorg | No | No | Yes |
| Supplier | No | No | Yes |
Optionally, enter the subinventory to search if you selected Receiving or On-hand as the material location type. If you select both Receiving and On-hand, then you cannot enter a subinventory.
If you entered a subinventory to search, enter a locator if desired.
Optionally, enter the range of quantities.
Select how to view the query results. The available choices are:
Location
Item
Cost Group
Status
LPN (This option is available if you are in an Oracle Warehouse Management enabled organization)
Serial
Lot
Grade
Note: The lot information the system displays in the Material Workbench depends on the information that you enter in the query window. If you do not enter item or lot information in the Query window, then the lot information the system displays shows only fields from the global context. If you enter the lot information, but not item information, the Material Workbench displays the global context as well as the inventory context. If you enter the lot controlled item and the lot information in the Query window, then the system displays the global context, the inventory context, and the Oracle Warehouse Management context if you are in a warehouse enabled organization.
Optionally, enter more search criteria under the following tabs:
Item
Item / Revision: This is the item and revision number.
Note: If you select multiple material locations, then you must enter an item.
Description: This is the item description that you enter on the Item Master. This field is populated automatically when you enter the item number.
Item Cross References: This is the item cross-reference designation.
Cost Group: This is the cost group that is associated with the material. You can enter cost-group information only if you are in an Oracle Warehouse Management enabled organization.
Client: Query by a particular client name.
Note: This field appears only when the profile option WMS: Deployment Mode is set to LSP Mode.
Status: This is the item material status.
Category Set / Category: Define your query for items within a category set. Optionally, you can select a category within the selected category set to restrict your query further.
Lot
Parent Lot: Query by parent lot to return all sublot numbers associated with the parent lot. You can then select the lots associated with the parent and then perform a status update or mass move (options that are available from the Tools menu).
Lot: Enter a range for the lot numbers to be included in the search. In the first field, enter the starting lot range for the query (for example, 10), and in the second field, enter the end of the range (for example, 40).
Note: If you entered a parent lot, then you can select only the child lots of the parent lot in the Lot field.
Lot Context: This is the lot context on which you want to search. Lot contexts are item flexfields that you define. You can search on lot context only if you are in an Oracle Warehouse Management enabled organization.
Lot Attributes: This is the attribute of the lot on which you want to search, for example, lot expiration action.
Grade: This is the lot grade on which you want to search for example, good, poor, or average.
Expired Lots: Select this check box to search for all lots that have expired as of the date that you specify in the adjacent Expiration Date field. When you select the Expired Lots check box, the system date appears by default in the Expiration Date field. You can modify this default as necessary.
Serial
Serial From / Serial To: These fields determine the range of serial numbers on which you want to search.
Serial Context: This is the serial context on which you want to search. Serial contexts are item flexfields that you define. You can search on serial context only if you are in an Oracle Warehouse Management enabled organization.
Serial Attributes: These are the attributes of the serial number on which you want to search.
LPN
LPN From / LPN To: These fields determine the range of LPNs on which you want to search
LPN State: This is the current state of the LPN on which you want to search. Examples include Resides in Inventory and Loaded for Shipment. See, LPN Contexts, Oracle Warehouse Management Implementation Guide.
Project
Project: The project for which you want to find material.
Task: The task for which you want to find material.
Consigned / VMI
Owning Party: Optionally, select from the following owning party options.
All Owning Parties: This option enables you to search for material for all owning parties.
All Consigned Stock: This option enables you to search for all consigned stock.
Select Owning Party: This option enables you to specify an owning party, and searches only for material the owning party owns.
Planning Party: Optionally, select from the following planning party options.
All Planning Parties: This option enables you to search for material for all planning parties.
All VMI Stock: This option enables you to search for all VMI stock.
Select Planning Party: This option enables you to specify a planning party, and searches only for material that is associated with that planning party.
Interorg
Source Org: This is the shipping organization. The system considers the current organization the destination organization.
Requisition Number: This field displays the internal requisition number. The list of values displays all requisitions for the destination organization. If you enter a source organization, then the list of values displays only requisitions that match the source organization that you entered, and the current organization.
Shipment Number: This field displays the shipment number for the inter-organization transfer. You cannot enter a shipment number if you do not enter a source organization.
Internal Order: This field displays the internal order number. You cannot enter an internal order number if you do not enter a source organization.
Expected Receipt Date: This field displays the expected receipt date for the purchase order, ASN, inter-organization shipment, or requisition.
Supplier
Supplier Name: The name of the supplier from which you receive the material.
Site: The supplier location that shipped the material.
Purchase Order: The purchase order number.
Include Orders without ASNs: If you select this check box, then the system includes orders for which you did not receive ASNs in the inbound material query. The system uses the promise date to determine the arrival of the inbound material. If you do not select this check box, then the system includes only ASNs in the inbound material query.
Release Number: The blanket purchase agreement release number. You can enter a value in this field only if you entered a PO number in the Purchase Order field.
ASN: The ASN number you received that indicates an inbound shipment is intransit to the warehouse.
Vendor Item: This is the supplier internal item number.
Expected Date: This field displays the expected receipt date for the purchase order, ASN, inter-org shipment, or requisition.
Receipt
Receipt: Query on-hand balances by the receipt number for the delivery transaction.
On-hand material can be traced back to the receipt number only when the material is still in its original storage location. For example, suppose you receive an item against Receipt #345, deliver the material to Locator B1.1.1, and then move it to B1.1.2. When you query the on-hand material by Receipt #345, your search displays only the material that is still in its initial location of B1.1.1. (After you move it to B1.1.2, the link between the on-hand material and Receipt #345 is lost and no material will be found.)
When the material status update is supported in receiving, then querying by the receipt number will also query the LPNs in receiving. Selecting those LPNs would support updating the material status while the material is in receiving.
Click Find.
The viewing option that you select dictates the information the Material Workbench displays. The viewing options are:
Location: Location information includes the subinventory and associated locators. You can also view subinventory quantities, including the packed and unpacked quantities. This is the only view by option that you can use if the material location type is Inbound.
Item: Item information includes the organization, item number, UOM, available quantity, lot, and serial number. You can use this option only if the material location type is On-hand.
Cost Group: Cost Group information that is assigned to the item. You can use this option only if the material location type is On-hand.
Status: Status information that includes the statuses assigned to subinventories, locators, lots, and serials. You can use this option only if the material location type is On-hand.
LPN: If you are in an Oracle Warehouse Management enabled organization, you can view LPN information for the item. You can use this option if the material location type is On-hand, Receiving, or both.
Serial: Serial information lists the serial numbers that are generated for an organization, and the items that are associated with the serial numbers. You can use this option only if the material location type is On-hand.
Lot: The system lists the lot numbers that are generated for an organization and the items that are associated with the lot numbers. You can use this option only if the material location type is On-hand.
Grade: The system lists the grade and the items that have a particular lot grade. You can use this option only if the material location type is On-hand.
Material Workbench is available as an HTML page that performs the same functionality as the Material Workbench window. The Search Material page enables:
Warehouse supervisors to find item quantity in warehouses and check item quantities
Project managers to find all items used for a project and check project items
Field service technicians to find parts available in trunk for Trunk Stock Inquiry
The Search Material page provides ready-to-use search criteria. You can define additional search criteria by personalizing this page. For example, you can personalize the page to display fields such as Grade, Project, Task, Internal Order, ASN, Supplier Name, and so on.
The Expanded check box enables you to perform a granular search. The results are displayed in a flat structure unlike the tree structure displayed in the Material Workbench window. The flat structure stores results in logical categories and enables you to view and access results readily. You can select either the Detailed or the Expanded check box, but you need not select either.
On the Material Workbench results page you can perform the following actions:
Cost Group Transfer
Cycle Counting
eRecord Details
Grade Update
Mass Issue
Mass Move
Status Update